Given that capital gains tax returns are now an item of work that an accountant will be doing on a regular basis, it makes sense to have capital gains tax return as a client type. This will enable the automation of records collections via custom f...

Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...

The 'Clear wip' button is able to be pressed by anyone, and once this has happened it cannot be reversed. Could it be locked for all staff unless you have full permissions enabled?

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

By having the ability to add recurring notes on a task this helps set important notes for the next upcoming tasks but also important one. For Example if a client submits their own confirmation statement but you want to send an email to remind them...

Can currently only link one email to a single task Would be better to be able to link multiple to show history of a job

We would like the ability to rename tasks that are automatically generated by a service. For example, we currently have the Accounts service activated. We do not want separate tasks for accounts preparation and accounts submission, so we have disa...